KWILP

Kiwi Wealth Investments Limited Partnership Portfolio holdings

AUM $126M
1-Year Est. Return 18.28%
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11.3M
3
+$11.1M
4
GIS icon
General Mills
GIS
+$10.5M
5
ROST icon
Ross Stores
ROST
+$10.3M

Top Sells

1
+$15M
2
+$14.4M
3
+$13.2M
4
CSX icon
CSX Corp
CSX
+$12.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$11.9M

Sector Composition

1 Financials 11%
2 Consumer Discretionary 10.4%
3 Technology 8.95%
4 Healthcare 6.11%
5 Consumer Staples 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.54M 0.13%
36,420
127
$1.51M 0.12%
55,652
+2,867
128
$1.39M 0.11%
+9,625
129
$1.38M 0.11%
+14,228
130
$1.38M 0.11%
+84,428
131
$1.36M 0.11%
+88,953
132
$1.36M 0.11%
+12,706
133
$1.35M 0.11%
+20,545
134
$1.34M 0.11%
+35,338
135
$1.33M 0.11%
+26,636
136
$1.33M 0.11%
71,948
-18,430
137
$1.32M 0.11%
+14,106
138
$1.3M 0.11%
+49,165
139
$1.29M 0.11%
+48,233
140
$1.26M 0.1%
+21,086
141
$1.25M 0.1%
35,908
-13,372
142
$1.13M 0.09%
+16,046
143
$1.13M 0.09%
+15,117
144
$1.12M 0.09%
+33,904
145
$1.12M 0.09%
34,434
-461,966
146
$1.05M 0.09%
+8,530
147
$1.02M 0.08%
+7,116
148
$996K 0.08%
+35,545
149
$892K 0.07%
+28,433
150
$639K 0.05%
7,956
-27,208
4 5
6
7 8